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Our financial advice team


Bill Eldridge Ameriprise Financial Advisor

Bill Eldridge

CFP®, CRPC®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Cariboo Wealth Advisors
31
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Background and qualification information is available at FINRA’s BrokerCheck website.

Areas of focus

  • Retirement Income Strategies
  • Family Finances
  • Investment Management
  • Estate Planning Strategies
  • Saving for Education
  • Intergenerational Planning

Interests

  • Referee for soccer games
  • Enjoy photography, hiking, camping, boating
  • Spending time with family - sport activities

Community participation

  • Volunteer SSC Sounders/Shadow

Awards & recognition

  • Ameriprise Circle of Success, 2014, 2015, 2016

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • CRPC® Chartered Retirement Planning Counselor℠

Education

  • Bachelor of Science - Iowa State University

Professional associations

  • Financial Planning Association
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